Bridgewater, NJ State Route 28 Office

Terrence Norton is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with PNC Investments since 2008. Outside of his advisory role, he is involved in property management as a landlord. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to manage discretionary model accounts with mutual funds and ETFs.

Karen Kursar is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has worked with PNC in various capacities since 2009, including roles at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to select investment models that are implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Sean Sullivan is a financial advisor at PNC Wealth Management in Bridgewater, NJ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at PNC Bank and GNC Live Well. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed investment strategies.

Tanya Brown is a Series 66-licensed financial advisor with PNC Wealth Management in Bridgewater, NJ, where she has worked since 2009. She has 18 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, employing mutual funds and ETFs with annual rebalancing.

Justin Cannella is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 21 years of industry experience. He has worked at PNC Investment since 2006. Outside of his advisory role, he owns and operates a residential short-term rental property via Airbnb. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Kyle Wilt is a financial advisor with PNC Wealth Management in Bridgewater, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments LLC since 2013. Outside of his advisory role, he is a member of Blue Hen Holdings LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment to manage portfolios primarily with mutual funds and ETFs.

Tristan Harding is a Series 66-licensed financial advisor with 14 years of industry experience. He has held various roles within PNC, including positions at PNC Bank and PNC Investments, and currently works at PNC Wealth Management in Bridgewater, NJ. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that integrates algorithmic risk assessment and executes investments via approved strategies managed by PNC or third parties.

Emil Defeo is a financial advisor at PNC Wealth Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses, and has been with PNC investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account pilot aimed at employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on investments primarily in mutual funds and ETFs with annual rebalancing.